A NEW vision of retirement.

General Info

It is important to feel YOU have control over your future. AT life directions financial. We offer OUR experience and knowledge to design a specific plan of action that helps YOU work towards your financial INDEPENDENCE. CONTACT US today to schedule a NO obligation introductory meeting! call US AT (425) 677-8995 or connect with US online AT service@lifedirectionsfinancial. Com. We are an Independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Extra Phones

Phone: 425-677-8365

Hours

Regular Hours

Mon - Thu:	8:00 am - 5:30 pm
Fri:	9:00 am - 12:00 pm

Categories

Financial Planning Consultants, Financial Services, Insurance, Investment Management, Investments, Life Insurance, Retirement Planning Services

Services/Products

Life directions financial is dedicated to helping OUR clients find financial confidence on the road to enriched and fulfilled living. We AIM to help OUR clients embrace a NEW vision of retirement and find financial direction in an uncertain world. OUR primary focus is in leveraged retirement income analysis and planning. Conservative investing. Using properly structured life insurance strategies for TAX free benefits AS well AS creative and TAX-EFFICIENT charitable giving METHODOLOGY. AT life directions financial we take finances and planning seriously. OUR Independence contributes to an atmosphere of trust because OUR clients are certain that their needs come FIRST. STANDARDS to which we SUBSCRIBE: FIDUCIARY: AS professionals. We have a fiduciary responsibility to PUT clients' needs first. We are ethically and morally minded and always seek to understand the needs of OUR clients and serve them AT ALL times with their best interests prioritized. Respectful: each individual has unique needs. We revere this and seek to help OUR clients work towards their specific goals and objectives. Objective: ANY solution must BE clear and thoroughly understood by OUR client. And will include a fair and accurate “pros and cons” discussion of ALL tools and strategies being utilized. Client centered: ANY solution must clearly place a client in a better position with regards to their needs and goals and address their personal concerns. We make a point of working thoughtfully. Deliberately. And step-wise with a respect for OUR clients’ personal decision making process and schedule. Trusted referral: when appropriate. We work closely. With related professionals (E. G. CPAS. Lawyers. Estate planners). AGE appropriate investing: we make USE of both insurance (loss protected products like fixed annuities) and investment products (strategically managed investment portfolios) to help OUR clients pursue the financial Independence they DESERVE. EDUCATIONAL: we thoroughly research and analyze ALL of the investments and tools we utilize. AS well AS the financial strength of the insurance companies WHO products we offer. We enjoy working with select clients WHO appreciate and embrace these standards.

Neighborhood

Newport

Associations

BBB Accredited,Issaquah Chamber of Commerce Member

AKA

Life Directions Financial, LLC

Other Emails

Email Business

Email Business

Email Business

Other Information

Parking: Lot